Browsing Tag
Pontera
28 posts
Held-Away Assets: Fidelity-Pontera Feud Highlights Different Perspectives on Access vs. Security
A closer look at the recent standoff over 401(k) account access via credential sharing
October 24, 2025
Retirement Savers Feel Lack of Control Over Their 401(k)s: Pontera
New study finds fewer than 1 in 5 feel highly knowledgeable and confident about managing their retirement and college savings accounts
September 26, 2025
Pontera, Manulife John Hancock Collaborate to Better Manage Held-Away 401(k)s
Pontera, Manulife John Hancock announce collaboration to better manage held-away 401(k)s and improve participant outcomes
September 3, 2025
Lisa Gomez Joins Employee Ownership Expansion Network Board
Former Department of Labor Assistant Secretary will contribute to EOX’s work expanding access to employee ownership
August 8, 2025
Corporate Roundup: Pontera, Snowden Lane Partnership; Modern Wealth Acquires KCM
The latest news from Pontera, Snowden Lane, Modern Wealth, Broadridge, and more
July 11, 2025
Pontera Brings in Lisa Gomez as Strategic Advisor
Former EBSA head will work alongside the DC industry on key policy issues
July 1, 2025
Corporate Roundup: Pontera Names Chief Legal Officer, OneDigital, Wealth.com Partner on Estate Planning Services
The latest news from Pontera, OneDigital, SageView, and Edelman Financial Engines
May 9, 2025
Mercer Introduces Account Bridge with Pontera
The program allows advisors to manage clients’ held-away investment accounts without added fees
April 20, 2025
Pontera and IAA Collab on Wealth Management Services
IAA's 140 partner firms will be able to view, analyze and manage clients' 401(k)s and other workplace plan accounts
December 14, 2024
Corporate Roundup: PGIM Appoints CEO, Pontera, Envestnet Partnership
The latest news from PGIM, Pontera, Envestnet, and more
November 8, 2024